See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,332 | $160,055+41.4% | $140,016+61.6% | $135,375+67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.13% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,591 | $6,420+18.2% | $5,606+35.4% | $4,779+58.8% |
| Participant deferral / active EE | $12,920 | $7,642+69.1% | $6,927+86.5% | $5,609+130.4% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |